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About Litman/Gregory
Litman/Gregory consists of three separate but related investment businesses, all driven by our underlying commitment to exceptionally thorough original research. In addition to our financial advisory business, which has served high-net-worth individuals and institutions since 1987, we are also advisors to the Masters’ Select Funds and publish investment research for other investment advisors and individuals. In getting to know Litman/Gregory we believe it is important to understand each of our businesses. But it is perhaps even more important to understand the core principles that are behind our reputation and success, and that guide every decision we make on behalf of our clients and for our business.
We believe our most valuable assets are the people that make up Litman/Gregory and the strong reputation for integrity and excellence that we have earned over the years in our relationships with clients, business associates, and the national financial media. This reputation has been established by taking great care to cultivate a team of highly skilled professionals who share our core values and who have a passion for our profession. The resulting company culture and the people behind it are the foundation of our competitive advantage. The core principles that define and guide Litman/Gregory are:
Our decisions are driven by a commitment to serve the interests of our clients, shareholders, and research subscribers, with a crystal clear understanding that our long-term success will be enhanced by always putting their interests first. This commitment includes an emphasis on clear, informative, and objective communication of the rationale behind our investment decision-making.
We are devoted to intensely in-depth research and a disciplined and rational investment process. Our research effort is founded on patience, intellectual honesty and staying within our circle of competence. We pursue excellence with respect to long-term investment returns by making rational decisions that are supported by thorough, fundamental research, rather than pursuing what might be temporarily popular or superficially appealing.
Thinking outside the box is an important part of our edge and has enabled us to avoid the group-think that occasionally leads otherwise smart investment professionals to make poor investment decisions. By thinking creatively we have occasionally identified what we believe to be uniquely superior investment alternatives.
Litman/Gregory Companies
Disciplined investment management based on proprietary independent research and a focus on exceptional service
Litman/Gregory Asset Management, LLC offers investment management services to individuals, family groups and institutions. Our research-intensive investment process focuses on adding value over the long run in two ways. First, we use a tactical asset allocation approach that over-weights asset classes when we believe they are priced at bargain levels. Second, our investments within asset classes are chosen based on our extremely thorough due-diligence research. Our underlying investment philosophy demands that all asset class over-weightings and manager allocations be based on a very high level of conviction. We believe that setting the bar high significantly increases the probability of success over a market cycle.
Multi-manager mutual funds that reflect only the most compelling ideas of stock pickers we believe are among the best in the business
Litman/Gregory Fund Advisors, LLC designed the Masters’ Select Funds to build portfolios based on the most compelling ideas of a few exceptionally skilled stock pickers. In hiring sub-advisors, we rely on our many years of experience in researching money managers we believe have a sustainable edge. Stock pickers and their firms who make the cut as Masters’ Select sub-advisors are given a mandate to focus their portions of the fund portfolio on 15 or fewer of their highest-conviction stock picks. Overall fund diversification is achieved by combining portfolios run by multiple money managers. In addition to serving as core positions in the portfolios we run in our investment management business, the Masters’ Select Funds are widely used by other financial advisors, institutions and individual investors.
AdvisorIntelligence and the No-Load Fund Analyst offer in-depth research to institutional investors, financial advisors and individuals
Litman/Gregory Analytics, LLC publishes AdvisorIntelligence, a web-based service that shares Litman/Gregory Research, Inc.'s in-depth asset allocation research, money manager due diligence, model portfolios, Litman/Gregory Research, as well as practice management resources with more than 1,000 other investment professionals.
The No-Load Fund Analyst is an investment publication for individual investors looking to access the research and model investment portfolios developed by Litman/Gregory Research, Inc.
Mutual fund investing involves risk, loss of principal is possible. Please call 1-800-960-0188 to obtain a Prospectus for the Masters’ Select Funds. The Prospectus contains more complete information regarding the risks, costs and expenses of the Funds. The Masters’ Select Funds are distributed by Quasar Distributors, LLC.
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